3-Month Financial Modelling with Introduction to Valuation

Gain practical skills, sharpen strategic insights, leverage AI, and supercharge career growth

  • Financial Modelling & Valuations Course with Placement Support.
  • Gain expertise from Goldman Sachs, McKinsey, HSBC, and EY professionals through real-world case studies.
  • Perfect for aspiring finance professionals and upskilling leaders.
  • Tailored for careers in Investment Banking, Private Equity, Corporate Finance, Consulting, and more.
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3-Month Financial Modelling with Introduction to Valuation

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Month 1: Financial Statement Foundations & Model Building Basics

Week 1: Introduction to Financial Modelling & Excel Fundamentals (Review)
  • What is Financial Modelling? Why is it important
  • Types of Financial Models (Operating, Valuation, M&A, LBO, etc.)
  • Best practices in financial modelling (structure, transparency, error
    checking).
  • Excel Review: Absolute vs. Relative References, Named Ranges, Basic
    Functions (SUM, AVERAGE, IF), Paste Special.
  • Hands-on: Setting up a basic income statement shell.
  • Components of the Income Statement (Revenue, COGS, OpEx,
    Depreciation, Interest, Tax, Net Income).
  • Revenue Drivers: Sales volume, pricing, growth rates.
  • Cost Drivers: Variable vs. Fixed Costs, COGS as % of revenue.
  • Modelling Depreciation & Amortization (Straight-line, WDV – conceptual).
  • Hands-on: Building a 5-year projected Income Statement.
  • Components of the Balance Sheet (Assets, Liabilities, Equity).
  • Linking Income Statement to Balance Sheet (Retained Earnings).
  • Working Capital: Accounts Receivable, Inventory, Accounts Payable (Days
    outstanding, Inventory turns).
  • Fixed Assets & Capital Expenditures.
  • Debt & Equity components.
  • Hands-on: Building a 5-year projected Balance Sheet, ensuring it
    balances.
  • Purpose of the Cash Flow Statement (Operating, Investing, Financing
    activities).
  • Direct vs. Indirect Method (focus on Indirect).
  • Reconciling Net Income to Cash Flow from Operations.
  • Integrating all three financial statements into a cohesive model.
  • Circularities in financial models (debt, interest).
  • Hands-on: Building a 5-year projected Cash Flow Statement and linking it
    to IS & BS.

Month 2: Advanced Financial Modelling & Key Concepts

Week 5: Debt & Interest Modelling
  • Types of Debt (Term Loans, Revolvers).
  • Modelling Debt Schedules (Principal Repayment, Interest Expense).
  • Covenants and their impact.
  • Handling circularity related to interest and debt.
  • Hands-on: Adding a debt schedule to the integrated model.
  • Detailed Working Capital Modelling (Days Sales Outstanding, Days
    Inventory, Days Payables Outstanding).
  • Property, Plant & Equipment (PP&E) Schedule and Depreciation roll
    forward.
  • Tax Modelling (Effective Tax Rate, Deferred Taxes – introductory).
  • Hands-on: Refining working capital and PP&E schedules in the model.
  • Introduction to Scenario Manager (Excel).
  • Building different cases (Base, Best, Worst).
  • Data Tables (one-way, two-way) for sensitivity analysis.
  • Importance of scenario planning in decision-making.
  • Hands-on: Implementing scenario analysis and data tables in the financial model.
  • Designing user-friendly dashboards.
  • Key performance indicators (KPIs) and their visualization.
  • Chart types for financial data.
  • Best practices for presenting model outputs.
  • Hands-on: Creating a summary dashboard for the financial model.

Month 3: Introduction to Valuation & Application

Week 9: Introduction to Valuation Concepts & Methodologies
  • Why value a business? (M&A, IPO, Funding, Strategic Planning).
  • Overview of Valuation Methodologies:
    ▪ Discounted Cash Flow (DCF) – Primary Focus
    ▪ Precedent Transactions
    ▪ Comparable Company Analysis (Trading Comps)
    ▪ Asset-Based Valuation (brief mention)
  • Understanding the time value of money.
  • Conceptual: Discussion on the pros and cons of each method.

Practical Knowledge from Industry Professionals

Our faculty’s extensive industry experience is the cornerstone of our exceptional applied finance and valuation training.

Mushtaq Ali

Mushtaq Ali is an accomplished finance professional with an MBA in Finance and over 20 years of diverse experience in the Banking, Financial Services & Insurance (BFSI) sector.  

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Naresh Kumar Hotta

A highly qualified Chartered Accountant with over 20 years of comprehensive experience spanning finance, equity research, and education. 

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Uday Bhaskar K

Uday Bhaskar K. is an accomplished finance professional holding an MBA in Finance, with over 20 years of extensive experience in the financial markets. 

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